See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,942 | $90,600-61.4% | $79,464-56.0% | $135,375-74.2% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -31.43% | 977.43%-1008.9pp | 718.14%-749.6pp | 519.73%-551.2pp |
| Employer contribution / active EE | $9,351 | $3,068+204.8% | $2,800+233.9% | $4,779+95.7% |
| Participant deferral / active EE | $3,500 | $4,050-13.6% | $3,704-5.5% | $5,609-37.6% |
| Admin fee / account holder | $3,930 | $5,907-33.5% | $5,113-23.1% | $10,827-63.7% |